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A July 31 executive order set new US reciprocal tariffs effective August 7, with 10% on Morocco, Saudi Arabia and Egypt phosphate suppliers, 15% on Trinidad and Tobago ammonia, and 30% on Algerian granular urea. Brazil receives exemptions for NPK fertilizers.
Tariffs on key phosphate, ammonia and urea origins raise US import costs and may redirect trade flows. The impact on prices depends on how much buyers can shift between suppliers.
spglobal.comMarina Silveira Lima, Lujan Scarpinelli, Lucas Sposito, Hiron Pascon2025年8月1日在过去 176 次看涨的贸易事件之后，尿素 在 5 个交易日内中位数变动 +0.1%（51% 上涨；中间一半区间为 -1.3% 至 +2.4%），20 个交易日内为 +1.6%。
在过去 193 次看涨的贸易事件之后，DAP 在 5 个交易日内中位数变动 +0.4%（54% 上涨；中间一半区间为 -0.3% 至 +1.8%），20 个交易日内为 +1.9%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
New US tariffs on phosphate suppliers like Morocco and Saudi Arabia, announced July 31, raise expected import costs and add upward pressure on DAP.
